Gainspoletti Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$127,000,000
Total clients
250
18% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$508,000
About
Gainspoletti Wealth Planners serves individuals, retirement plans, trusts, estates and small businesses with fee-based investment management, financial planning, and nondiscretionary retirement plan consulting. The firm reports managing approximately $127,000,000 on a discretionary basis as of December 31, 2025 and also provides oversight of significant assets managed by third‑party managers.
The firm’s investment approach emphasizes long‑term, Modern Portfolio Theory–based strategies and commonly delegates day‑to‑day portfolio management to third‑party managers or co‑advisers, including a disclosed co‑advisory arrangement with Matson Money. Gainspoletti monitors TPM performance, maintains client risk profiles, and documents discretionary authority and client restrictions in written agreements.
Notable differences from many peers include an explicit affiliation with an accounting firm, Gainspoletti & Associates, with shared office space and personnel and reciprocal referral arrangements noted as a potential conflict. The brochure also describes the firm providing participant investment education for retirement plans, distributing periodic custom market reports or newsletters that may include investment performance, and publicly disclosing its assets under management.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $1,500 to $5,000; Retirement plan consulting initial fixed fee up to $1,500
$0 - $100,000: 2.00% $100,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: 0.85%
Certain supervised persons may receive commissions from securities and insurance sales in their individual capacities
Financial planning hourly fees generally $100 - $300 per hour
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly fees from $100 to $300 per hour
Main office location
Gainspoletti Wealth Planners
805 W Sunflower Rd
Cleveland MS 38732, United States
Number of offices
2
Most active in
Arkansas · Louisiana · Mississippi · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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